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Jerod Symchych
- Claim this Profile
- Small Business
- Term Life Insurance
- Risk Management
- Travel Insurance
- Retirement Planning
- Show all
Bio
Credentials
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Wealth Management Essentials (WME®)
Canadian Securities InstituteJan, 2022- Apr, 2026 -
Canadian Securities Course (CSC®)
Canadian Securities InstituteJan, 2018- Apr, 2026
Experience
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iA Private Wealth
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Abbotsford
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Investment Advisor
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Jul 2019 - Present
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Abbotsford
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HollisWealth
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Abbotsford, BC
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Insurance Advisor
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Feb 2014 - Feb 2021
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Abbotsford, BC
As an Insurance Advisor, I am interested in providing my clients with the best possible solutions. Insurance is all about Risk Management, and providing the security and assurance that a person has protected themselves and their loved ones in the event of unfortunate circumstances.
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Hardwood Floor Professional
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Sep 2005 - Jan 2014
As a flooring specialist I am able to work with Hardwood, Engineered, Laminated products in any number of environments. Whether Floating floors, gluedowns, or straight nail down, I am capable in all categories.
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Education
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Canadian Securities Institute
Certificate, Canadian Securities -
2002 - 2003
British Columbia Institute of Technology
Financial Management -
Advocis
Certificate, Life Insurance -
Canadian Securities Institute
Conduct and Practices Handbook, Completed -
Foran Financial
Suggested Services
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Industry Focus. “Financial Services”
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